BHWM
Bar Harbor Wealth Management Portfolio holdings
AUM
$1.56B
1-Year Return
12.83%
This Quarter Return
+6.98%
1 Year Return
+12.83%
3 Year Return
+58.15%
5 Year Return
+105.84%
10 Year Return
+213.55%
AUM
$1.08B
AUM Growth
+$48M
(+4.7%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
36.81%
Holding
249
New
5
Increased
26
Reduced
159
Closed
3
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.75M |
| 2 |
Apple
AAPL
|
$1.74M |
| 3 |
Coca-Cola
KO
|
$1.22M |
| 4 |
DuPont de Nemours
DD
|
$1.15M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1M |
Sector Composition
| 1 | Healthcare | 13.03% |
| 2 | Technology | 12.04% |
| 3 | Industrials | 7.44% |
| 4 | Consumer Staples | 7.18% |
| 5 | Financials | 4.77% |
